Insurance Planning

Keeping you, your family, and your business safe

Just some of the

Questions We Answer with Insurance Planning

How can I limit out-of-pocket insurance expenses? 

What should I consider when purchasing insurance?

Will you help compare what I have versus what I need?

What should I consider when choosing a health insurance plan?

How often should I update my insurance plan as life goes on?

What costs are covered with each insurance service?

How can I protect my business?

Is retiring with annuities a right option for me?

How can insurance help limit taxes with my estate plan?

How we make Insurance Planning Easy

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Compare and contrast

We conduct a comprehensive analysis of your current insurance plans (if any) to determine whether they best fit your needs compared to other plans on the market.
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Protecting your most vulnerable

One of the most important responsibilities of your insurance plan is to protect vulnerable loved ones in your care, including any children and elderly.
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Retirement via annuities

We walk you through the more complicated aspects of one of the most proven ways to guarantee retirement income—annuities.
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Critical illness coverage

Critical illness can be even more devastating when paired with inadequate coverage. We make sure you, your family, or your employees are protected from costly, unexpected medical bills.
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Health, dental, and wellness coverage

Keep yourself, your family, or your employees happy and healthy with comprehensive and flexible health insurance coverage.
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Estate plans

When structured by an expert, insurance becomes an excellent tool for estate planning by minimizing taxes and fees, ensuring that more of your estate ends up in the hands of your beneficiaries.

Insurance Planning Case Studies

"Appreciated the insight and detail we went through for determining both insurance and investment strategies while growing a young family. Brandon was incredibly patient through several months of extensive research & questions so we could make informed decisions balancing our ambitions and risk. Can’t thank you enough!! Highly recommend!."
Matthew Wiebe

Frequently Asked Questions

Insurance planning involves assessing you or your business’s insurance needs and identifying appropriate solutions to protect against financial losses. Unforeseen events such as accidents, illnesses, natural disasters, or death can happen at any moment. It’s important to provide financial security and peace of mind to yourself, your family, and your business.

Insurance planning may include various types of insurance products, such as life insurance, critical illness coverage, health and wellness coverage, disability insurance, retirement annuities, and specialized coverage tailored to your specific needs.

Determining the right insurance coverage involves assessing your financial situation, identifying potential risks, and considering factors such as your age, health status, income, assets, liabilities, and future financial goals. We offer a comprehensive portfolio of insurance services that will keep you, your family, and your business covered.     

We can help you navigate the complexities of insurance products, compare policies from multiple insurers, customize coverage to meet your unique needs, and ensure that you have adequate protection against potential risks. We also provide ongoing advice and support to help you adjust your coverage as your circumstances change as well as support during the claiming process.  Due to the volume we place with insurance companies, we ensure that they live up to their end of the bargain.

Not everyone needs a financial planner. If you prefer to manage everything yourself and are confident in your financial decisions, you might not need one. However, if you are focused on your business, career, and family, having a financial quarterback can help you reach your goals more efficiently and avoid costly mistakes. A financial planner can provide expertise and peace of mind, allowing you to concentrate on what you do best.

Please visit Our Working With Us page for more information.

Insurance Planning Tools

Insurance Planning Articles

Insurance Planning Videos

Get started with a 15-min call!

By completing this 10 minute survey, we’ll know enough about your situation to connect you with one of our professional advisors.

We’ll email you a calendar link within 1 business day so we can get you acquainted with the right professional.

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